Jessica Lantz

Jul 29, 2025

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What’s New in July: Updates to V/AI, enhanced integrations, and a sneak peek into next month

We’re launching some serious upgrades for July! This month’s releases focus on expanding AI capabilities, customizing Vanilla’s appearance, and enhancing your integration experience – plus, catch a special preview of our most sophisticated planning tool yet. 

V/AI enhancements: Your AI estate planning assistant just got smarter

We’re excited to announce some game-changing updates to V/AI Copilot, and an upgraded version of V/AI Summaries this month.

The Problem: Estate planning requires deep analysis across multiple data points—from financial structures to family dynamics—and advisors need AI that can provide comprehensive insights across multiple areas of a client’s profile and for multiple types of documents. 

The Solution:

• V/AI Copilot will now answer questions and provide dynamic insights about the Waterfall, Balance Sheet, and Family Tree 
• Generate custom AI driven summaries for operating agreements, LLC agreements, partnership agreements, and more! These updates provide insight into documents beyond trusts and wills

V/AI spots compliance issues, identifies planning opportunities, and helps explain complex structures — enabling you to be more proactive and efficient than ever.

Configurable branding: Showcase your brand through the client portal

This month we’re thrilled to officially introduce configurable branding for Vanilla to all users! 

The Problem: Advisors need their estate planning tools to reflect their brand identity to build confidence, trust, and loyalty with clients.

The Solution:

• Configure primary colors to match your brand across the application
• Automatically generate darker and lighter primary color shades for consistent branding

Seeing your branding upon login helps your clients feel connected to your practice – rather than a generic platform – resulting in a more consistent and streamlined experience.

Enhanced Addepar integration: Import complex data seamlessly

We’re leveling up our Addepar integration this month with some heavy-hitting updates that maximize efficiency when importing data. 

The Problem: Complex, multi-generational families require sophisticated data integration capabilities that can handle diverse family structures, entity relationships, and fractional ownership efficiently.

The Solution:

• Support for Addepar’s households data model enables automatic import of complete family structures
• Smart account categorization using keyword recognition automatically identifies account types 
• Import or link trusts and entities directly with automatic Vanilla entity table population
• Fractional ownership supports proper business logic for TOD/POD accounts and beneficiaries
• Streamlined recategorization workflow integrated into the import process for immediate adjustments

Save valuable time and effort while completing client profiles with Vanilla’s robust data integration with Addepar. 

Coming in August: Vanilla Scenarios™️ – Advanced Planning 

Get ready for our most sophisticated planning tool yet! Coming early August, huge updates to Vanilla Scenarios will bring modeling, calculators, diagrams, and education into a single, adaptive workflow. Start modeling instantly with just a net worth estimate—no documents or full profiles required. Side-by-side strategy comparisons, embedded education, and client-ready deliverables will transform how you model complex strategies and demonstrate value to prospects and clients.

Bringing it all together 

July’s upgrades represent a significant leap in AI-powered estate analysis, while our integration improvements eliminate the friction that slows down data import. Powerful custom branding allows you to align your brand identity with Vanilla. And with the Scenarios updates launching next month, we’re continuing to build the most comprehensive, intelligent estate planning platform in the market. 

Ready to explore these new capabilities? Connect with your CSM or schedule a demo to see how these tools can immediately enhance your client engagements.